WIM
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Windhaven Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Windhaven Investment Management’s Portfolio AGG Stock Details AGG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$208M Buy
2015
Q1 		– Sell
2014
Q4 		$449K Sell
2014
Q3 		$469K Sell
2014
Q2 		$485K Buy
2014
Q1 		– Sell
2013
Q4 		$671K Buy